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How to prepare for advising older borrowers

With maturing interest-only mortgages set to grow at a staggering rate over the coming yea...

  • Jun 12, 2017
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Zurich Life CEO Gary Shaughnessy joins PFS board

Zurich Life chief executive Gary Shaughnessy has joined the board of the Personal Finance ...

  • Feb 05, 2015
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Aviva launches third book in behavioural science adviser series

Provider Aviva has launched its third in a series of books aimed at helping advisers conne...

  • Sep 29, 2014
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Take level 4 advice exams before the FCA steps in

With all the debate surrounding the MMR and the requirements and responsibilities placed u...

  • Sep 02, 2014
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Bupa achieves CII accreditation for broker training site

Bupa's international private medical insurance (IPMI) business has been awarded CII-accred...

  • Jun 20, 2014
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Former adviser banned for lying about professional credentials

A former investment adviser has been fined £19,900 and banned by the Financial Conduct Au...

  • Jan 30, 2014
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CII: Advisers good at doing CPD but struggle to record it

Advisers are typically very good at doing their 35 hours of continuing professional develo...

  • Sep 12, 2013
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CII criticises government’s apprenticeship reform

The Chartered Insurance Institute (CII) has criticised the government's proposals for refo...

  • Jul 04, 2013
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Shocked IFA discovers ‘mad’ fraudulent clone of firm

A shocked chartered financial planner has been forced to consider a re-brand after discove...

  • Mar 07, 2013
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FCA must halt ‘toxic products’

The test of the Financial Conduct Authority (FCA) will be whether it prevents toxic produc...

  • Oct 16, 2012
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